Key Points MercadoLibre is the dominant company of its kind in Latin America and is growing fast. It still has massive opportunities since its region is underpenetrated in e-commerce. Management is investing in the business, which is putting pressure on the bottom line. 10 stocks we like better than MercadoLibre › Some stocks get most … Read more
The Fourth of July Investing Lesson Most People Miss
The whipping post
Listen to the audio version of this article (generated by AI). The Fortune That Began with an Act of Defiance Happy Fourth of July! Few stories capture the American entrepreneurial spirit better than Cornelius Vanderbilt’s in the early 1800s. This was at the very start of his career, before he became the railroad and shipping … Read more
ChatGPT-Maker OpenAI Is Headed for a $1 Trillion IPO. The Biggest Winner Could Be Microsoft Stock.
The whipping post
Key Points Microsoft holds a roughly 27% stake in OpenAI, valued at about $135 billion when the deal was struck. OpenAI confirmed a confidential IPO filing in June and is reportedly leaning toward a 2027 listing at a $1 trillion valuation. Microsoft trades nearly 30% below its 52-week high despite growing revenue 18% last quarter. … Read more
Apple Is About 4% Away From Overtaking Nvidia as the World's Most Valuable Company. Could It Happen This Month?
Key Points Nvidia’s market value sits near $4.7 trillion, about $190 billion ahead of Apple. Apple reports earnings July 30, a potential catalyst to close the gap. Nvidia trades at a lower earnings multiple than Apple despite growing far faster. 10 stocks we like better than Apple › Nvidia (NASDAQ: NVDA) currently holds the title … Read more
Cerebras Stock Is Up 11% Since Its IPO. Is It a Buy?
Key Points Cerebras (NASDAQ: CBRS), a producer of AI chips, went public at $185 per share on May 14. Its stock opened at $350, but it now trades at about $205. That’s still 11% above its IPO price, but investors who chased its post-IPO gains are now underwater. Let’s see why Cerebras’ stock fizzled out … Read more